  NETWEALTH INVESTMENTS | TUESDAY, 27 AUG 2019 Since their beginnings, the benefits of managed accounts have been well touted. Financial advisers in their hundreds told Netwealth in its 2019 AdviceTech research report of the trading efficiency, client engagement and tax efficiency outcomes they've ... Read more  TOM BIGNILL | MONDAY, 15 OCT 2018 The advice world has been evolving under changing regulations since 2000 as a result of financial services reform, FOFA and now the Royal Commission. This rate of change is accelerating, and advice businesses need to adapt or perish. Read more  MATT HEINE | TUESDAY, 18 SEP 2018 Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited platforms is long gone. Read more  MICHAEL CROWE | MONDAY, 3 SEP 2018 About 30 kilometres from Melbourne's central business district lies the suburb of Croydon. Described as the gateway to the Yarra Valley's wineries and chocolateries, Croydon is home to less than 30,000 people. Read more  HARRISON WORLEY | MONDAY, 3 SEP 2018 In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important, but they are just one-quarter of the investment ... Read more  KARREN VERGARA | MONDAY, 3 SEP 2018 The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Read more  ALEX DUNNIN | THURSDAY, 19 JUL 2018 Financial Standard's latest adviser survey on the adoption of managed accounts provides key insights on why the industry is enjoying dramatic growth. Read more  YVONNE CHU | MONDAY, 12 FEB 2018 WHAT'S CHANGED? Read more MARTIN MORRIS | MONDAY, 16 OCT 2017 SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service Licences (AFSL), advisers, stockbrokers and increasingly robo-advice offerings are driving this market ... Read more |
Latest News
ASX outlines opportunities in listed markets amid IPO slump
|In response to a discussion paper published by the Australian Securities and Investments Commission (ASIC) in February, the Australian Securities Exchange (ASX) has outlined several opportunities to spike "global competitiveness" of Australia's listed markets.
Vista Equity Partners, S64 to bring strategy to APAC
|The new fund, VistaOne, will provide APAC investors with access to a balanced portfolio of 'mission-critical' software solutions via Vista's private equity platform.
BlackRock takes stake in Generation Life parent company
BlackRock will acquire a minority stake in Generation Development Group (ASX: GDG), forming a strategic partnership with its retirement income subsidiary Generation Life to "set a new standard for managing longevity and sequencing risk."
The top-performing (and worst) asset classes of the past year
Mercer's annual periodic table, which charts 17 major asset classes investment returns on an annual basis over the last decade, reveals that there's few reliable themes, except that greater risk tends to be rewarded by greater return.
Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
